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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1951
Whitney & Co
New York
$512K -$7.92K -75 -2%
ACA
1952
Atlas Capital Advisors
Wyoming
$509K +$6.65K +63 +1%
MCM
1953
Manchester Capital Management
Vermont
$509K -$309K -2,926 -38%
JWM
1954
Jupiter Wealth Management
Colorado
$509K – – –
KC
1955
Kingfisher Capital
North Carolina
$509K +$6.23K +59 +1%
FNBSF
1956
First National Bank Sioux Falls
South Dakota
$507K -$28.5K -270 -5%
JHCP
1957
Jackson Hole Capital Partners
Oklahoma
$507K -$20.6K -195 -4%
SC
1958
Sierra Capital
Florida
$507K – – –
MPPLM
1959
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$507K +$171K +1,620 +50%
GRQ
1960
Gardner Russo & Quinn
Pennsylvania
$506K +$1.69K +16 +0.3%
BCM
1961
Blume Capital Management
California
$505K -$5.28K -50 -1%
ECM
1962
Exchange Capital Management
Michigan
$505K – – –
AWM
1963
Accurate Wealth Management
Florida
$505K +$509K +4,826 New
MFW
1964
Meristem Family Wealth
Minnesota
$504K +$270K +2,556 +113%
JHP
1965
James Hambro & Partners
United Kingdom
$503K – – –
BRA
1966
Biechele Royce Advisors
Indiana
$503K +$6.86K +65 +1%
KF
1967
Krilogy Financial
Missouri
$502K +$20.6K +195 +4%
PFGIA
1968
Patriot Financial Group Insurance Agency
Massachusetts
$502K +$77.5K +734 +18%
BCA
1969
Bray Capital Advisors
Florida
$502K +$80.8K +765 +19%
EA
1970
Elm Advisors
California
$501K -$16.9K -160 -3%
GM
1971
GeoWealth Management
Illinois
$501K +$73.1K +692 +17%
AIM
1972
Axiom Investment Management
New York
$500K -$7.71K -73 -1%
TFA
1973
Teamwork Financial Advisors
Texas
$499K +$503K +4,766 New
RMSCM
1974
R.M. Sincerbeaux Capital Management
New York
$498K – – –
SBL
1975
Sargent Bickham Lagudis
Colorado
$497K +$118K +1,116 +31%
77 78
79
80 81